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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,050 | $82,630-51.5% | $64,105-37.5% | $125,388-68.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -4.34% | 1489.72%-1494.1pp | 791.24%-795.6pp | 282.24%-286.6pp |
| Employer contribution / active EE | $3,129 | $2,671+17.1% | $1,820+71.9% | $4,866-35.7% |
| Participant deferral / active EE | $10,954 | $3,608+203.6% | $2,822+288.2% | $5,352+104.7% |
| Admin fee / account holder | $400 | $6,382-93.7% | $4,499-91.1% | $9,541-95.8% |